Caterpillar-posted 4 days ago
Full-time • Mid Level
Onsite • San Diego, CA
5,001-10,000 employees

Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Do you thrive at the intersection of technology, customer relationships, and business strategy? Do you excel at translating complex business requirements into measurable, scalable, and sustainable results through hands-on implementation? Solar Turbines is seeking a self-motivated, high-energy Customer Success Manager with deep technical and functional expertise in Salesforce, a passion for innovation, strong execution, and a commitment to timely delivery and continuous improvement. This is not a passive support role – it is a high-impact opportunity to serve as a strategic advisor and an actionable implementation partner. As a trusted functional-technical advisor, you’ll collaborate with business stakeholders, solution architects, and cross-functional technical teams to deeply understand use cases, translate complex business requirements into technical solutions, optimize end-to-end processes, and build sustainable, scalable, high-value solutions that drive long-term business success. You will also implement Salesforce and analytics proof of concepts and drive product adoptions to ensure solutions are aligned with best practices and built for usability and longevity.

  • Act as a trusted advisor to cross-functional business units (Sales, Marketing, Operations, Legal, Finance, Business Management, Overhaul, etc.), understanding their needs, goals, and challenges.
  • Understand and document use cases, business processes, and requirements.
  • Translate complex business requirements into clear, actionable functional design and technical requirements.
  • Create and present proof of concept (POC) solutions to demonstrate feasibility, value, and alignment before full implementation.
  • Lead discovery workshops and working sessions to identify use cases, gather requirements, develop process flows, build consensus, and propose solution options.
  • Own the full Salesforce solution lifecycle: requirement elicitation/gathering, conduct feasibility analysis, configuration, testing, deployment, and optimization.
  • Configure and maintain Salesforce objects, flows, automations, and integrations to support scalable business processes.
  • Partner with solution architects, product managers, CSMs, developers, and data teams to ensure seamless integration across platforms.
  • Develop reports and dashboards.
  • Assess and solve root-cause issues with a focus on sustainability, future-proof design.
  • Drive solution adoption by aligning technical solutions to users' needs and business priorities.
  • Monitor solution performance and user feedback to identify improvement opportunities.
  • Collaborate with CSM peers to drive continuous improvements and share knowledge.
  • Recommend and implement enhancements based on analysis, trends, and business input.
  • Create documentation, training, and enablement content to support business self-service and engagement
  • Bachelor's degree in Computer Science, Engineering, Information Technology, Mathematics, Data Analytics, Information Systems, or Business Technology
  • 8+ years of experience in Customer Success, Business Analyst role with hands-on Salesforce implementation experience (Sales Cloud, Service Cloud, LWC, Einstein, AppExchange, automation tools, data management, reporting, and dashboard)
  • Proficient with Apex, Visualforce, and Salesforce Lightning
  • Experience with Salesforce APIs and integrations
  • Data modeling and database (SQL, Oracle, etc.) experience
  • Development experience in C#, Java, Angular, or python
  • Proven ability to understand use cases, elicit requirements, analyze business processes and data, and translate business needs into effective functional and technical solutions.
  • Solid problem-solving skills to identify and resolve Salesforce configuration issues.
  • Experience designing and implementing enterprise solutions with a strong understanding of business processes, configuration, automation, data flow, and integrations.
  • Excellent presentation and documentation (requirements/user stories/process flows) skills.
  • Excellent planning, organizational, and time management skills.
  • Track record of successfully managing and delivering multiple projects concurrently.
  • Solid Agile/Scrum skills.
  • Strong team player with a collaborative mindset.
  • A self-starter mindset with strong ownership, accountability, and a drive for continuous learning and improvement.
  • Salesforce System Administrator, Platform developer I/II
  • Experience with Industrial Gas Turbine (Sales, Overhaul, Service Parts, Marketing) or Manufacturing
  • Familiarity with CRM Analytics
  • Azure DevOps experience
  • Agile/Scrum & Waterfall frameworks
  • Application & system integrations experience
  • Informatica IICS experience
  • Snowflake, Matillion experience
  • Salesforce Data Cloud experience
  • Agentforce experience
  • Medical, dental, and vision benefits
  • Paid time off plan (Vacation, Holidays, Volunteer, etc.)
  • 401(k) savings plans
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSAs)
  • Health Lifestyle Programs
  • Employee Assistance Program
  • Voluntary Benefits and Employee Discounts
  • Career Development
  • Incentive bonus
  • Disability benefits
  • Life Insurance
  • Parental leave
  • Adoption benefits
  • Tuition Reimbursement
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